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The Foundation section is the structure that the rest of Midaz builds on. Set up an Organization, Ledger, and Asset before opening an Account. Define Account Types when your configuration needs them; you can create and update Foundation resources as the environment evolves. You will work with four elements here:
  • Organization — The top-level entity that owns one or more ledgers. Usually represents your company or business unit (for example, Acme Bank).
  • Ledger — The isolated book of records where accounts, balances, and transactions live. Use one or more ledgers according to your product and operational needs.
  • Asset — A currency or instrument that accounts can hold and move, identified by a code (for example, BRL, USD, or USDC). Each account holds one asset.
  • Account Type — An optional label that classifies accounts when your configuration needs it (for example, customer, treasury, fee, or revenue).

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Manage Organizations

Create and configure the top-level entities that group your ledgers and assets.

Manage Ledgers

Set up ledgers to organize and track your financial operations.

Manage Assets

Register the currencies and instruments used across your ledgers.

Manage Account Types

Define the categories that classify your accounts within each ledger.